In this article, we will explain you more about how to add a New Client (Customer | Supplier) so that you can assign that client to Invoice/Estimate/Purchase Order/Credit Note.
iOS #
- Tap on ☰ located at the top left corner to open side menu.
- Tap on 👥 Clients.
- Tap on ➕ located at the top.
- Fill all the details of Client.
- Bank Account No. and Comments are for internal use only.
- Tap on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
Android #
- Tap on ☰ located at the top left corner to open side menu.
- Tap on 👥 Clients.
- Tap on ➕ located at the top.
- Fill all the details of Client.
- Bank Account No. and Comments are for internal use only.
- Tap on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
Web and Mac #
- Click on 👥 Clients from side menu.
- Click on 👥 All Clients.
- Click on ➕ Add Client.
- Fill all the details of Client.
- Bank Account No. and Comments are for internal use only.
- Click on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
